+16.3%
PLD vs KWEB
-42.3%
+58.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.3% | +0.3% | -1.7% |
| 7D | -0.7% | -3.6% | +2.9% | -0.2% |
| 30D | -2.2% | -14.9% | +12.7% | 0.0% |
| 3M | -7.4% | -5.4% | -2.0% | -6.8% |
| 6M | +1.9% | -18.9% | +20.8% | +4.7% |
| YTD | +7.9% | -27.2% | +35.1% | +12.5% |
| 1Y | +25.1% | -34.2% | +59.3% | +32.1% |
| 3Y | +21.9% | +0.6% | +21.3% | +20.1% |
| 5Y | +16.3% | -43.5% | +59.8% | +15.7% |
| All | +16.3% | -42.3% | +58.7% | +15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded KWEB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling